ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "JSEDirect 164: Iron Ore Wars & Q&A with Tshepo Modiba"
Episode Synopsis
Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management
Top down vs. bottom up investing
Benchmarking
Discounted Cash Flow
Investment themes
Investing into Africa
We Get Mail
John
I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed relatively poorly in comparison to the ALSH, TOPI and SATRIX 40 particularly from the middle of 2012 until late 2014. Can you shed any light as to why this has been the case?
Morne
I've been reading up on the TFSA accounts and investment possibilities. In the recent Finweek you also comment on the TFSA and your choice of ETF selection being DBXWLD, PROPTRAX10 and BBET40. After consideration I definitely also want to invest in those three but nowhere can I seem to find a provider where I can select those three choices.
Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.
JSE – The JSE is a registered trademark of the JSE Limited.
JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
Top down vs. bottom up investing
Benchmarking
Discounted Cash Flow
Investment themes
Investing into Africa
We Get Mail
John
I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed relatively poorly in comparison to the ALSH, TOPI and SATRIX 40 particularly from the middle of 2012 until late 2014. Can you shed any light as to why this has been the case?
Morne
I've been reading up on the TFSA accounts and investment possibilities. In the recent Finweek you also comment on the TFSA and your choice of ETF selection being DBXWLD, PROPTRAX10 and BBET40. After consideration I definitely also want to invest in those three but nowhere can I seem to find a provider where I can select those three choices.
Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.
JSE – The JSE is a registered trademark of the JSE Limited.
JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
More episodes of the podcast JSEDirect with Simon Brown
The Best, and Worst, on the JSE in 2025
09/12/2025
It's been a year, but markets loved it
02/12/2025
Gold took us up … and Gold will take us down
28/10/2025
JSE Large Caps with Great Dividend Yields
14/10/2025
In God we trust